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Cambiar Investors - Q2 2026 13F Filings

CA

Cambiar Investors LLC

CIK: 0000823621
Address: Colorado Denver 200 Columbine Street Suite 800
$2.3 B
Portfolio Value
150
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/31/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. OMC Omnicom Group
+$38.04 M
2. CSCO Cisco Systems
+$37.96 M
3. FDXF Fedex Freight Holding Company
+$34.37 M
4. ICE Intercontinental Exchange
+$32.22 M
5. HONA Honeywell Aerospace
+$29.29 M

Top Sells

Q2 2026
1. AMAT Applied Materials
−$66.91 M
2. TXN Texas Instruments Incorporated
−$38.99 M
3. EL The Estée Lauder Companies
−$33.47 M
4. CMCSA Comcast Corporation
−$32.48 M
5. SLB Slb Nv
−$27 M

Asset Allocation

Stocks/ETFs
+6.71%
$2.3 B 99.98%
Options
$0 0.00%
Debt
$0 0.00%
Other
-16.62%
$384,991 0.02%

Sector Allocation (Stocks)

Cambiar Investors Q2 2026 Filing Summary

Cambiar Investors LLC filed its 13F report for Q2 2026 on July 31, 2026. The portfolio totaled 2.3 B reflecting a +6.71% change from the prior quarter, spanning 150 assets. The top 10 holdings comprised 25.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 10 new positions and 5 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Cambiar Investors’s Q2 2026 Filing

Cambiar Investors submitted their Form 13F-HR for the Q2 2026 period on 07/31/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Cambiar Investors reported a managed portfolio value of 2.3 B, consisting of 150 individual positions.

This page displays the raw filing documents. To see which stocks Cambiar Investors bought or sold during Q2 2026, please visit Cambiar Investors's Portfolio Analysis page.